What makes this workspace better than a regular help desk for events?

Planfix turns every inbound request into a task and keeps it in a single governed workspace. You can route by department, protect transitions with rules, and give exhibitors a Client Dashboard to see their own requests. Unlike generic help desks, it also stores booths, services, and locations in directories so allocation is structured.

Can we keep our current channels and still work in Planfix?

Yes. You can connect email, Telegram, WhatsApp, calendars, and telephony so your teams do not switch tools during event days. Messages land in tasks, and staff work from one Planner board. This is useful when exhibitor requests come from multiple channels and need fast triage.

How do we avoid double booking and missing services?

Use directories for booths, halls, and add-ons; use status sets with transition rules to control who can confirm; and add Project Totals to track sold versus open services. This way you see conflicts early, onsite teams get locations, and management sees readiness reports before the event starts.

How fast can we launch this for our next exhibition?

Start from a ready workspace with roles and boards for committee members. Add templates for exhibitor tasks and enable AI Summarizer to keep running briefs. Reuse the same configuration for the next event. If you need to extend it, you can add automation, custom fields, or directories without coding.

B2B conferences - organizing committee & attendee support

Centralized Intake for All Channels

Every call, email, form, messenger thread, and phone inquiry becomes a task on the first try. Tasks land in the correct queue, and exhibitors can see what you did through the Client Dashboard. Conditional Planner and status rules protect the flow.

Channels to tasks

Capture and Qualify

Turn mail, messengers, telephony, and web forms into structured tasks with fields.

Allocate and Confirm

Pick booths, services, and add-ons from directories and confirm without conflicts.

Support Onsite Fast

Turn questions into tasks, highlight urgent cases, and capture time and materials.

Show Value Fast

Dashboards show readiness, delivery, and support load across the event in real time.

Capture and Qualify All Event Requests

Convert every inbound into a task so no one copies and pastes. Auto extract company, contact, event, and request type into fields. See current requests by department on one Planner board. Status sets and transition rules keep the process safe.

Status sets

Allocate and Confirm without Conflicts

Store booths, services, halls, and add-ons in directories and pick from a list. Move the task to Confirmed and notify the exhibitor through the Client Dashboard. Track sold and open items with Project Totals. Mark venue locations so onsite staff go to the right place.

Client dashboard

Support Exhibitors and Attendees from One Screen

Turn every question into a task linked to the organization attending the event. Highlight urgent and onsite issues in Planner so staff can close them fast. Capture time and materials with data tags. Keep a running brief with AI Summarizer for late-joining committee members.

Support load reports

One Source of Truth

Exhibitors, sponsors, and attendees live in one workspace for the whole event.

Proof of Delivery

Incidents close with proof and are reportable by day, team, or exhibitor.

No Double Booking

Directories and status rules keep allocations clean and visible to everyone.

Reusable Setup

Templates, status sets, and AI agents can be reused for the next conference.

Why Planfix Instead of Spreadsheets and Chats

Shared inboxes and spreadsheets are replaced with conditional Planner, status rules, and project totals so the process does not drift. Event-specific fields, locations, and directories give exhibitors a better experience. Tasks keep history, files, approvals, and AI summaries so you can prove delivery.

Planner in Planfix